+1,581.2%
GE vs FLEX
+7,523.3%
-5,942.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | -1.6% | -0.9% | -0.7% | -1.4% |
| 30D | -11.6% | -10.1% | -1.4% | -9.6% |
| 3M | +3.0% | -31.3% | +34.4% | +10.6% |
| 6M | -0.5% | +71.3% | -71.8% | -14.5% |
| YTD | +9.7% | +81.2% | -71.5% | -7.2% |
| 1Y | +20.0% | +98.5% | -78.5% | -0.9% |
| 3Y | +275.8% | +428.2% | -152.4% | +144.8% |
| 5Y | +429.1% | +657.3% | -228.2% | +216.0% |
| 10Y | +151.2% | +995.9% | -844.8% | +31.6% |
| All | +1,581.2% | +7,523.3% | -5,942.1% | +532.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling